SG

StoneX Group Portfolio holdings

AUM $2.06B
1-Year Est. Return 18.44%
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$696M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.65M
3
+$5.87M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$4.5M
5
NVO icon
Novo Nordisk
NVO
+$4.01M

Top Sells

1
+$11.7M
2
+$7.29M
3
+$3.54M
4
RELX icon
RELX
RELX
+$2.86M
5
CAT icon
Caterpillar
CAT
+$2.41M

Sector Composition

1 Technology 7.02%
2 Healthcare 4.68%
3 Consumer Discretionary 3.2%
4 Communication Services 2.89%
5 Financials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.9M 0.27%
89,192
-12,283
77
$1.89M 0.27%
9,810
+2,112
78
$1.89M 0.27%
30,478
-1,063
79
$1.77M 0.26%
10,488
+1,097
80
$1.76M 0.25%
6,449
-663
81
$1.73M 0.25%
13,398
-510
82
$1.72M 0.25%
+545,827
83
$1.72M 0.25%
53,182
+3,815
84
$1.7M 0.24%
10,788
+66
85
$1.66M 0.24%
22,500
-6,776
86
$1.65M 0.24%
39,080
+1,659
87
$1.63M 0.23%
26,666
-2,064
88
$1.61M 0.23%
15,907
-17
89
$1.61M 0.23%
29,549
-1,800
90
$1.6M 0.23%
29,638
-2,114
91
$1.6M 0.23%
4,705
+224
92
$1.59M 0.23%
40,734
+7,971
93
$1.58M 0.23%
11,860
-180
94
$1.58M 0.23%
3,510
+443
95
$1.55M 0.22%
12,161
+5,755
96
$1.51M 0.22%
14,339
-145
97
$1.49M 0.21%
10,682
-838
98
$1.49M 0.21%
24,870
-2,514
99
$1.48M 0.21%
30,984
+8,241
100
$1.48M 0.21%
10,937
+549
2 3
4
5 6